TW
TSI

Transform Wealth’s TCW Strategic Income Fund TSI Stock Holding History

Transform Wealth’s Portfolio TSI Stock Details TSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$268K Hold
54,448
– – 0.02% 216
2024
Q4 		$273K Buy
+54,448
New +$273K 0.02% 228
2024
Q1 		– Sell
-72,848
Closed -$336K – 249
2023
Q4 		$336K Hold
72,848
– – 0.03% 198
2023
Q3 		$338K Sell
72,848
-68,448
-48% -$318K 0.04% 196
2023
Q2 		$663K Hold
141,296
– – 0.06% 160
2023
Q1 		$670K Buy
+141,296
New +$693K 0.06% 154

Other funds holding TSI

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
JWM
JP Wealth Management Mt. Pleasant, South Carolina $159M AUM 19.83% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SIA
SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Transform Wealth's TSI Position: Q1 2025 in Review

Transform Wealth held its TCW Strategic Income Fund (TSI) position steady in Q1 2025 at 54,448 shares worth $268K. The position accounts for 0.02% of the portfolio, ranked #216.

Transform Wealth first reported a position in TSI in Q1 2023 and has held it in 6 quarters since. The position peaked at $670K in Q1 2023. 62 funds tracked by Wall St. Rank hold TSI as of Q1 2025.

  • Transform Wealth held 54,448 shares of TCW Strategic Income Fund worth $268K as of Q1 2025.
  • Transform Wealth left its TCW Strategic Income Fund share count unchanged in Q1 2025.
  • TCW Strategic Income Fund made up 0.02% of Transform Wealth's portfolio in Q1 2025, its #216 holding.
  • Transform Wealth first reported a position in TCW Strategic Income Fund in Q1 2023 and has held it in 6 quarters since.
  • Transform Wealth's TCW Strategic Income Fund position peaked at $670K in Q1 2023.
  • 62 funds tracked by Wall St. Rank held TCW Strategic Income Fund as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.